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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,269 | $196,972+83.9% | $182,262+98.8% | $198,609+82.4% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 13.03% | 158.27%-145.2pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $5,235 | $5,364-2.4% | $5,046+3.8% | $5,055+3.6% |
| Participant deferral / active EE | $10,119 | $8,643+17.1% | $8,276+22.3% | $6,977+45.0% |
| Admin fee / account holder | $10,381 | $18,429-43.7% | $16,712-37.9% | $19,030-45.4% |